Phoenix, Arizona / Storyteller / Jul 02, 2025 / Profound Financial, PLLC, is proud to celebrate 15 years of empowering businesses with strategic tax planning, financial consulting, and accounting services. Founded in...
Linthicum MD, USA / Storyteller / Jul 03, 2025 / LINTHICUM, MD, July 3, 2025— NFM Lending and the NFM Family of Lenders are proud to announce that LaTasha Waddy, Executive Vice President and Chief Legal Officer, has...
Estate planning can be a valuable addition to your firm’s scope of services, enabling you to increase wallet share with existing clients or attract prospects who need professional planning advice. An intake form or...
Marketing events offer an opportunity to connect with prospects and initiate conversations around financial planning. And hosting a mix of online and offline events can help broaden your firm’s reach and increase your...
Paphos 8035, Cyprus / Storyteller / Jul 03, 2025 / Chase Buchanan’s Sector-Leading Wealth Management Teams Celebrate Latest Expansion Benchmarks With Further Appointments Chase Buchanan Private Wealth Management, an...
When someone names you as a trust beneficiary, you receive certain legal protections and privileges. However, understanding a trust beneficiary’s exact rights can be confusing. Trusts are powerful estate planning...
Contrary to popular belief, trust funds are not just for the ultra-wealthy. They are versatile financial instruments that can help individuals across various income levels achieve specific estate planning goals. So, why...
U.K.-U.S. tax planning involves understanding how income, residency and asset ownership are taxed under both British and American law. Dual residents, expatriates and cross-border investors often face parallel filing...
A new opportunity has emerged for families with leftover college savings: converting 529 plan funds to a Roth IRA. Previously, withdrawing 529 funds for non-educational expenses meant facing income tax and a 10% penalty on...
When two people build a life together, deciding how to split finances becomes a central element of the partnership. There’s no one-size-fits-all approach; every couple has different incomes, values and spending habits....
Photo from Unsplash Originally Posted On: https://www.money3.com.au/insights/car-loan-pre-approvals-on-a-pension
Opportunity comes in many forms. Some advisors may try their luck in the places that currently boast the highest average incomes for the profession, while others seek to unearth niches that may offer returns at scale....
London, UK / Storyteller / Jun 27, 2025 / Rocket Launcher, the pioneering platform for creating and launching meme coins on Solana, today unveiled its highly anticipated Scope Chrome Extension. This powerful new tool...
The demand for different career paths and qualifications varies widely from place to place, often depending on local economic features, including geography, infrastructure, politics, culture and resources. Similarly, what...
I have $1 million in my IRA. Once I reach 73 years of age what are the withdrawal requirements? I retired five years ago with no income other than Social Security. What tax bracket will I be in when I begin withdrawing 4%...
Whether it’s a buyer’s or seller’s market can affect pricing and negotiation. A seller’s market means demand is high and inventory is low, often leading to higher prices and multiple offers. A buyer’s market means more...
Mortgage rates are still high and home prices remain steady in many areas. At the same time, rental demand is strong, especially in places with limited housing. Whether to sell or rent depends on more than the market—it’s...
Making genuine connections with prospects is key when it comes to converting them into clients. Email and social media offer numerous opportunities to engage, and you can build on that foundation with an in-depth seminar....
Knowing your taxable income helps you make smarter choices about deductions, retirement contributions and how much tax to withhold. It can also prevent surprises at tax time. If your finances are more complex—like having...
Financial advisors rely on sales strategies to close the deal, but success is not measured in conversions alone. Your firm’s growth also hinges on your ability to nurture genuine relationships with your clients, meet them...
In an increasingly competitive advisory landscape, the role word-of-mouth marketing plays in building a thriving practice can’t be overlooked. Referrals, whether they come from your existing clients or other professionals...
Marketing is an essential part of a business’s growth. And holding marketing events can help you build stronger connections with prospects who fit your idea of an ideal client. The question is, what kind of event is...
Building a thriving practice takes planning, dedication and, sometimes, just a little luck. When it comes to how to grow your financial advisor business, the fundamentals include actively building your brand, optimizing...
Phoenix, Arizona / Storyteller / Jun 23, 2025 / Your Personal Bank™, the financial strategy platform founded by Ferenc Toth, is celebrating a major milestone: 25 years of helping individuals and families take control...
Photo from Unsplash Originally Posted On: https://www.franexpousa.com/what-makes-a-franchise-worth-investing-in-7-things-to-look-for
When significant assets like a trust fund are involved in a divorce, couples may wonder whether it will be considered marital property and how the court might divide it in a settlement. The type of trust, how the funds are...
When structuring your assets and business interests, understanding the relationship between different legal entities becomes crucial. One question that often arises is whether a trust can own an LLC. The short answer is...
Deciding whether to stop Social Security and restart it later depends on your age and how long you have been receiving benefits. If you have been on Social Security for less than 12 months, you can apply to withdraw your...
People with young children or those planning to start a family often have newfound priorities when it comes to picking a neighborhood to live in. Many families choose to trade the conveniences of the big city for more...
Richardson, Texas / Storyteller / Jun 20, 2025 / Murphy Business Sales franchise of Richardson, Texas, led by Douglas R. Batts Sr., MBA, celebrates its milestone of 17 years in navigating uncharted waters, especially...
